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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
ADL
876
Asset Dedication LLC
California
$92K -$184K -3,778 -66%
BWM
877
BerganKDV Wealth Management
Minnesota
$92K
CBT
878
Capital Bank & Trust
California
$91K -$70.8K -1,450 -43%
RA
879
Rational Advisors
New York
$90K +$75.7K +1,551 +409%
WTC
880
WhitTier Trust Company
Nevada
$87K
WA
881
WP Advisors
California
$85K +$586 +12 +0.7%
1IA
882
1834 Investment Advisors
Wisconsin
$78K -$3.88M -79,527 -98%
RMC
883
Resources Management Corp
Connecticut
$77K +$81.3K +1,665 New
WCM
884
Wealthcare Capital Management
Virginia
$76K -$10.2K -209 -11%
RFA
885
Reilly Financial Advisors
California
$76K +$62.1K +1,272 +348%
Rockefeller Capital Management
886
Rockefeller Capital Management
New York
$74K
RWG
887
Regal Wealth Group
California
$73K
HDIM
888
Hanson & Doremus Investment Management
Vermont
$69K
ME
889
McIlrath & Eck
Washington
$68K
CPIG
890
Chicago Partners Investment Group
Illinois
$66K +$73.2K +1,500 New
FCMT
891
Founders Capital Management (Texas)
Texas
$65K +$195 +4 +0.3%
PCM
892
Penserra Capital Management
California
$63K -$2.17M -44,488 -97%
CFA
893
Carroll Financial Associates
North Carolina
$62K +$293 +6 +0.4%
SAM
894
Security Asset Management
New York
$61K
JA
895
JOYN Advisors
Georgia
$61K +$23.3K +477 +58%
PFGIA
896
Patriot Financial Group Insurance Agency
Massachusetts
$61K +$51.8K +1,061 +424%
MMG
897
Monetary Management Group
Missouri
$58K
WA
898
WealthTrust-Arizona
Arizona
$56K
AF
899
Allworth Financial
California
$54K -$9.18K -188 -14%
CB
900
CNB Bank
Pennsylvania
$54K